Copying a Data File / Save As

Originally the Save As function was designed to help create a backup copy of your file, as well as change the name and/or tax year of a file. However, misuse of this function by some users has caused serious problems.

If you need to correct the file name and/or tax year: use the new File > Edit function. Click on the File menu, then select Edit. You can change the tax year and edit the file name. Click here for instructions on the File > Edit function.